Data Display and Manipulation

The main window of Clooz contains the display pages for viewing the different types of data records you have entered into Clooz. A convenient set of navigation and control tools is provided to manipulate your data. This is where you control what data will be displayed on the main grid, initiate the addition of new records or editing existing ones, or even delete records when necessary. There are tabs across the top to select the type of data you want to display. You can then control the specific record types to be displayed in the main data area using the Navigation Panel. The toolbar supports search and filtering operations as well as additional display options.


Window Header Components

The header area at the top of the window contains a number of useful items:

  • The name of the database file currently in use (on left side)
  • A breadcrumb list of editors currently open. This sequence is helpful when you open on type of record editor from within another.
  • "?" on the right side will open the Clooz help website in your default browser


Main Screen Tabs

The tabs near the top of Clooz's main window allow you to select what type of data you want to see or work with. You can set which page you want to be displayed each time Clooz is started in the Options feature located on the Home page.

Image showing the tabs on the main screen: Home, Research Planning, Repositories, Sources, Information, Subjects, and Reports.

Home Page

The Home page is where you will find the various functions related to operating and configuring Clooz, such as opening and closing database files, backup and recovery tools, exchanging data with external files, setting program options, and other tools. New in Clooz 4 is a database overview screen visualizing the data content.

Research Planning Page

The Research Planning page is where you can create plans for your future research and monitor the status of your efforts. You can divide up your research into Projects, and within each Project define your Research ObjectivesClosed What you are trying to accomplish while researching some specific issue, question, or hypothesis.. Each objective can then be broken down into specific activity Tasks.

RepositoriesClosed Where a source document or item was found. This could be a physical library facility or online data provider. Page

These pages provide the functions to list and manage the respective type of records:
  • List records based on Navigation Panel selection
  • Create new records
  • Edit, merge, clone or delete existing records
  • Export records

SourcesClosed A source record in Clooz should be viewed as the higher level components of a source citation. Citation details are pulled from the citing Information Record. Page

Information RecordsClosed Information Records in Clooz hold the content information coming from a document or other source. These differ from a Source record that contains most of the citation information describing the docment, or the Repository record referring to the facility or online service where the document was found. Page

SubjectsClosed Subjects are the objects you are gathering information about. In most cases with Clooz, this is people. However, Clooz supports several other types of subjects such as businesses, real estate/buildings, ships and artifacts. Page

Reports Page

The Reports page is where you can generate various reports from the data you have entered into Clooz.


Navigation Panel

The Navigation Panel appears on the left side of Clooz's main window when the Planning, Repositories, Sources, Information, or Subjects tab page is selected. This panel together with the toolbar provides the complete set of navigation options for selecting exactly what data you will see in the main data area grid or Composite ViewClosed A screen layout in Clooz similar to a grid, but containing a hierarchical structure of expandable groups of rows displayed in a parent-child type arrangement..

A list of specific types of records related to the overall type selected in the tabs above makes up the content of this panel. Thus it varies depending upon which tabbed page is selected. Select an item in the Navigation Panel to have that type of record displayed in the main data area, or click the New button to start a new data record of the type selected.

The Navigation Panel is contractible (to a single column of icons) in order to conserve screen space allowing more actual data to be displayed. Click the arrow in the upper right corner of the Navigation Panel to contract or expand the panel.

When the panel is contracted, hover the cursor over an icon to display the items under that category in a popup window. Selections can be made from this list.

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Main Data Area

The main data area in Clooz displays data in several formats:

The data contained in this display is determined by the current tab selection and selection of record type within the Navigation Panel. It can further be refined through sorting and grouping options, as well as searches and filtering using the toolbar functions. A number of additional functions are available through the context menu (right click), including editing, merging, and exporting items.

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A toolbar sites just above the main data area, providing search and filter functions for the data shown as well as control of the main data area's display format.

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Status Bar Components

The status bar at the bottom of the main window contains additional useful information:

  • The software version number (left side)
  • The full file path to the current database (left side)
  • The file path to the external file currently designated as Primary (center left)
  • Status messages which appear during certain program operations (center right)
  • The name of the editor currently active (right side)